SC

SouthState Corp Portfolio holdings

AUM $2.17B
1-Year Est. Return 19.63%
This Quarter Est. Return
1 Year Est. Return
+19.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$2.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.3M
3
+$1.05M
4
STZ icon
Constellation Brands
STZ
+$1.01M
5
ROP icon
Roper Technologies
ROP
+$981K

Top Sells

1
+$3.3M
2
+$2.33M
3
+$2.13M
4
PFE icon
Pfizer
PFE
+$2.09M
5
VZ icon
Verizon
VZ
+$2.02M

Sector Composition

1 Technology 21.18%
2 Healthcare 13.31%
3 Financials 12.56%
4 Consumer Staples 9.07%
5 Consumer Discretionary 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1.63K ﹤0.01%
17
602
$1.57K ﹤0.01%
91
603
$1.56K ﹤0.01%
141
604
$1.55K ﹤0.01%
+125
605
$1.53K ﹤0.01%
11
-39
606
$1.48K ﹤0.01%
175
607
$1.25K ﹤0.01%
23
608
$1.21K ﹤0.01%
13
609
$1.2K ﹤0.01%
+50
610
$1.2K ﹤0.01%
+51
611
$1.19K ﹤0.01%
+48
612
$1.14K ﹤0.01%
400
613
$981 ﹤0.01%
122
614
$943 ﹤0.01%
23
615
$786 ﹤0.01%
17
616
$710 ﹤0.01%
50
617
$619 ﹤0.01%
41
-48
618
$568 ﹤0.01%
33
619
$548 ﹤0.01%
200
620
$535 ﹤0.01%
18
621
$513 ﹤0.01%
150
622
$499 ﹤0.01%
314
623
$487 ﹤0.01%
1,000
624
$484 ﹤0.01%
74
625
$438 ﹤0.01%
715
23 24
25
26 27